Profit Sharing · DOL Form 5500 · 2024

Alberto a. Fernandez Pelegrina Profit Sharing Plan

Data updated 2026-08-25

$209K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$208,520
Avg per participant Above avg balance/head
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Official DOL plan name: Alberto a. Fernandez Pelegrina Retirement Plan · Sponsored by Alberto a. Fernandez Pelegrina · Puerto Rico · Other Services

$209K in assets, 1 participants

Alberto a. Fernandez Pelegrina's Alberto a. Fernandez Pelegrina Retirement Plan reported $209K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,772 in Other Services (7,719 peers)

What the 2024 filing shows

Alberto a. Fernandez Pelegrina Retirement Plan holds $209K for 1 participant - about $208,520 per participant, among the smaller plans by assets on file.

#1,772
in Other Services (7,719 peers)
-1.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alberto a. Fernandez Pelegrina Retirement Plan among the smaller filed plans by assets

Alberto a. Fernandez Pelegrina Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$208,520 11th percentile higher than 11% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Alberto a. Fernandez Pelegrina Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alberto a. Fernandez Pelegrina Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alberto a. Fernandez Pelegrina Retirement Plan reported net income rose from -$11K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
  • Alberto a. Fernandez Pelegrina Retirement Plan end-of-year assets fell from $211K in the plan year 2023 filing to $209K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660457418 · Alberto a. Fernandez Pelegrina PY 2024 · Profit Sharing

Alberto a. Fernandez Pelegrina Retirement Plan · $209K · 1 · 11th

  • ASSETS $209K
  • ASSETS 1
  • ASSETS 11th
  • ASSETS Profit Sharing
  • ASSETS near Imperial Custom Cabinets, Inc. Profit Sharing Plan
  • ASSETS ind #1772

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Puerto Rico →

Alberto a. Fernandez Pelegrina Retirement Plan in the asset neighbourhood

Alberto a. Fernandez Pelegrina Retirement PlanAlberto a. Fernandez Pelegri…$209KImperial Custom Cabinets, Inc. Profit Sharing PlanImperial Custom Cabinets, In…$209KGrenier Enterprises Corp. Retirement PlanGrenier Enterprises Corp. Re…$208KTimber Peak Holdings, Inc. Profit Sharing PlanTimber Peak Holdings, Inc. P…$209KHappy Mango Management, Inc. Profit Sharing PlanHappy Mango Management, Inc.…$208K
End-of-year total assets ($M) among Alberto a. Fernandez Pelegrina Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$211K
Net Assets (End of Year)$209K
Net Income-$3K
Employer EIN660457418
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alberto a. Fernandez Pelegrina)

Sponsor-wide plan assets over time

All Alberto a. Fernandez Pelegrina plans reported in each filing year

Latest sponsor-wide plan assets
$209K 6.0466792826890154% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.22M $0.21M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 1 $222K
2023 1 1 $211K
2024 1 1 $209K

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alberto a. Fernandez Pelegrina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Alberto a. Fernandez Pelegrina Retirement Plan, Total assets ($M): 0.20852 · Participants: 1Alberto a. Fernandez Pelegrina Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Alberto a. Fernandez Pelegrina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alberto a. Fernandez Pelegrina Retirement Plan side-by-side with 3 peers →

Alberto a. Fernandez Pelegrina Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Imperial Custom Cabinets, Inc. Profit Sharing Plan in CA ($209K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alberto a. Fernandez Pelegrina Retirement Plan assets move in 2024? ▼
Alberto a. Fernandez Pelegrina Retirement Plan edged down modestly - down 1.2% during 2024, from $211K to $209K. Reported net income was -$3K.
How have Alberto a. Fernandez Pelegrina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alberto a. Fernandez Pelegrina's sponsor-wide assets declined 6.0%, from $222K to $209K.
Where does Alberto a. Fernandez Pelegrina Retirement Plan rank by assets among Form 5500 filers? ▼
Alberto a. Fernandez Pelegrina Retirement Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Alberto a. Fernandez Pelegrina Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Imperial Custom Cabinets, Inc. Profit Sharing Plan in CA ($209K, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Alberto a. Fernandez Pelegrina Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660457418.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.